Joomla Documenter Manual

Manual Index

How to take Screenshots for Joomla Documentation

Introduction

If you are writing documentation for Joomla! you will need to take screen shots to illustrate the features you are attempting to explain. Indeed, there is a good chance you have already captured some screens and you are looking for specifications or advice. This tutorial covers some tools, procedures and recommendations that you can adapt for your own platform and experience. As ever, there’s more than one way to skin a cat.

There are plenty of tools available to capture a screen and for processing the captured images. This tutorial is based on the Firefox browser for most screen capture and GIMP for image processing. GIMP is also needed for capturing dynamic screen elements that cannot be captured with Firefox, for example the screen capture dialogue itself. They are both free and cross-platform (Windows, Mac and Linux). If you want to use something else just look for tools with similar functionality. Installation is not covered here: there is a good chance you will know how to do that.

Keep in mind there are two distinct types of Joomla! documentation:

  • Tutorials occupy the width of a browser window, limited by the max-width style, but full screen images are typically displayed at 800 pixels in width.
  • Help Screens are displayed in an iframe 700 pixels wide so the displayed image is a little smaller to allow for some padding.

CSS pixels versus display pixels

In the above statements the width in pixels means the width as used in CSS. Some display screens use one display pixel per CSS pixel but others use more. Macintosh Retina screens use 2 so the ratio is 2x. Other devices use different ratios with 1.3x, 1.5x, 2.0x and 3.0x being common. The default is 1.0x.

Why this matters: if an image is available in multiple sizes declared in a srcSet then the client will download the most appropriate version for its display resolution, giving a better image in the same space. For example, if an image is 800 CSS pixels wide then a client with a 2x screen resolution will download the 1600 pixel wide version of the image if it is available or, if not available, the largest image less than 1600 pixels wide. A client with a 1x screen resolution will download the 800 pixel wide version.

Capture

Firefox

Right click on the screen you wish to capture and select the Take Screenshot item from the popup-menu.

Firefox Screenshot popup menu

That produces an overlay dialog that allows selection of the whole screen, or the whole page including any portions above and below the visible part, or individual block elements such as div, h and p, or a user defined area. Just move the + pointer around and see how the potential selection changes.

Here is an example where the filter bar of the Articles page has been selected:

Firefox Screenshot dialog

You can adjust the size of the selected area by dragging the corner or side marker bubbles. To select the whole visible screen select the Save visible box at the top right of the screen.

Select the Copy button to copy the selected image to the clipboard. It is then a simple matter to switch to GIMP and use Edit -> Paste as -> New Image for the next stage of processing.

Google Chrome

A not so friendly sequence of keyboard commands:

  1. In Google Chrome press Ctrl + Shift + I if you're on a PC, or Command + Option + I if you're on a Mac.
  2. Next, press Ctrl + Shift P if you're on a PC, or Command + Shift P on a Mac.
  3. Type Screenshot to see the four available options. Select the one you want and press enter.

You will be prompted to save the screenshot file.

There are several screenshot extensions for Chrome that are more convenient. Search for one that suits you.

Mac Safari

Press and hold these keys together: Shift, Command, 3 to take a full screen or Shift, Command, 4 to define an area to capture. In the latter case the pointer changes to a camera icon which can be dragged to define the area to capture. The screenshot is saved to the desktop. More information: https://support.apple.com/en-us/HT201361

Crop

If you have saved your screenshot to a file you need to open it in GIMP. If it has been copied to the clipboard use Edit -> Paste as -> New Image. Remember that full screen screenshots do not need to be cropped.

To select an area to illustrate some feature in the documentation select the Crop tool. Then click and drag to define the area of interest. The area can be adjusted with the side and corner grab handles, which are marked as boxes. It can also be refined with the Tool Options to specify exact size and position. The Auto Shrink button can be used to trim excess background colour.

The following example shows an Edit drop-down list selected in the open state for documentation:

GIMP Crop Tool

The Joomla Document Server

Before scaling your image to an optimum size for storage and transmission you should know how the Joomla Document Server handles your image on upload. Suppose you upload an image that is 2880 pixels wide: the Server will store that image and create smaller versions at 800, 320 and 120 pixels wide for use by the Server image management screen. When a link is created to use that image at 800 CSS pixels wide the server will create two additional versions at 1200 and 1600 pixels wide for use by client screens that have 1.5 and 2.0 screen pixels per CSS pixel. If you create a link and specify a width of 600px then the Server will create copies at 900 and 1200 pixels wide. These copies are permanently stored.

In a document containing an image link the Server substitutes the link text with an image srcSet link that looks like this:

This is actually for an original image saved at 1440 pixels wide so no 1600px wide version was created. The Server will never upsize an image. The link gives the default image source as the 800 pixel wide version. It also offers the 1200 pixel wide version for clients with 1.5 screen pixels per CSS pixel and the original 1440 pixel wide image for clients with a 2.0x ratio. The browser will accept the largest image it can use and itself resize it to fit its allocated space. CSS styles tell the browser to resize the image to the full width of its container or to the maximum size of the image, whichever is smaller.

Scale

Scaling an image amounts to a choice between display quality and consumption of disk space and network bandwidth, even for images that are to be displayed at 800 pixels wide. Here is a comparison of file sizes for a Global Configuration screen captured at at 2880 pixels wide and uploaded to the Document Server:

2880: 261Kb; 1600px: 205Kb; 1200px: 143Kb; 800px: 81Kb.

The 2880 pixel wide version will only ever be used if you forget to include 800px in the image link. You will see that immediately and fix it. The 800px wide version looks rather poor on 2x resolution screens. Also, you may wish to expand the size of a page or Help screen to get a better view. So you may upload a higher resolution: 1000, 1200 or even 1440 (174Kb) wide would all give a reasonable compromise between file size and resource use. Anything larger would be a waste!

Full Screen Images

Most of the images used in Help screens for Joomla! Version 3 are about 1000 pixels wide so you can scale full screen images to that width if you wish.

The following illustration shows a screenshot of the Joomla! 4 Administrator Dashboard ready to be rescaled. Notice the original size in GIMP title bar (2880x1482) and the scale dialog with width set to 1000. The aspect ratio is fixed so the height adjusts automatically.

GIMP Scale Dialog

The Quality Interpolation choice between Linear, Cubic and NoHalo seems to make no material difference for Joomla! 4 Administrator screenshot images.

For comparison, here are the file sizes saved in png format at different resolutions, width in pixels:

  • 2880 - 252Kb
  • 1000 - 99Kb
  • 800 - 72Kb

Part Screen Images

Some screens that need to be documented have excessive white space. For example, the Articles: Edit screen Options tab has full width drop-down lists and text entry boxes. In this case the browser window can be narrowed until just before the form tabs turn into horizontal bars. Taking the screenshot at this size and then scaling the final image to 600px wide gives satisfactory results.

The Article: Edit Options tab

Full screen images at 600 or 800 pixels wide only display general layout. The text in menus and buttons is hard to read. So showing a small area image at the CSS resolution gives better results. The following image shows an area of interest scaled to the CSS resolution:

Small image at CSS resolution

Note that the width setting is not included in the image link.

Tip: If captured on a device with 2x resolution just divide the captured width by 2.

Enhance

Sharpen

See Taking Screenshots - How To Enhance

Frame and Caption

If you wish to add some padding and a caption to an image you can do this by including frame|caption in the image link options. Example:

Small image at original scale

For more on how to do this, see https://www.mediawiki.org/wiki/Help:Images

Note: The thumbinner style is missing from the Wiki style sheet. It sets margins to auto and padding. This note to be removed on Wiki upgrade.

Save

Screenshot images of pages that do not contain photographs should be saved in png format. If a screenshot contains one or more photographs it may be saved in jpg format. You can save the image in each format and then look at the file sizes and quality. If the image adequately illustrates the point you wish to make then choose the smaller file.

In GIMP select File -> Export As and then select a folder and suitable filename to save the final image. You can use any name when saving the image on your own computer. However, it is well to be aware of the Joomla! image naming guidelines, which suggest:

--.

So for example the image file name used in the documentation could be:

j4x-admin-article-edit-cmscontent-dropdown-en.png

For more information, see JDOC:Image naming guidelines.

The en part of the filename is for the original English version of the screenshot. It allows a translator to substitute another language code for a new version of the image in a different language.